CWM

Crowley Wealth Management Portfolio holdings

AUM $110M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Sells

1 +$184K
2 +$169K
3 +$147K
4
MDT icon
Medtronic
MDT
+$140K
5
DUK icon
Duke Energy
DUK
+$129K

Sector Composition

1 Healthcare 17.79%
2 Technology 16.75%
3 Consumer Discretionary 15.71%
4 Industrials 10.64%
5 Financials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAPL icon
1
Apple
AAPL
$3.74T
$11M 10.48%
49,535
-263
ABBV icon
2
AbbVie
ABBV
$406B
$5.3M 5.05%
25,308
-549
LOW icon
3
Lowe's Companies
LOW
$137B
$5.28M 5.03%
22,631
-279
JPM icon
4
JPMorgan Chase
JPM
$810B
$4.3M 4.1%
17,547
-239
TSLA icon
5
Tesla
TSLA
$1.46T
$4.22M 4.02%
16,268
+214
HD icon
6
Home Depot
HD
$390B
$4.14M 3.94%
11,294
-103
SSO icon
7
ProShares Ultra S&P500
SSO
$7.58B
$4.04M 3.85%
48,755
MSFT icon
8
Microsoft
MSFT
$3.82T
$3.9M 3.72%
10,399
-232
QLD icon
9
ProShares Ultra QQQ
QLD
$9.91B
$3.87M 3.69%
43,555
AMGN icon
10
Amgen
AMGN
$161B
$3.07M 2.93%
9,854
-163
DIS icon
11
Walt Disney
DIS
$199B
$3.04M 2.9%
30,850
-1,869
SYK icon
12
Stryker
SYK
$143B
$2.62M 2.49%
7,026
-100
ABT icon
13
Abbott
ABT
$224B
$2.48M 2.36%
18,698
-440
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.43M 2.32%
4,568
-144
UWM icon
15
ProShares Ultra Russell2000
UWM
$268M
$2.31M 2.2%
69,200
FDX icon
16
FedEx
FDX
$56.1B
$2.22M 2.11%
9,090
-250
AMZN icon
17
Amazon
AMZN
$2.27T
$2.16M 2.05%
11,329
-353
V icon
18
Visa
V
$664B
$1.47M 1.41%
4,208
-100
SPY icon
19
SPDR S&P 500 ETF Trust
SPY
$660B
$1.4M 1.34%
2,509
+2
UPS icon
20
United Parcel Service
UPS
$73.2B
$1.35M 1.28%
12,259
-858
RTX icon
21
RTX Corp
RTX
$211B
$1.2M 1.14%
9,037
-118
ROK icon
22
Rockwell Automation
ROK
$39.1B
$1.11M 1.06%
4,295
-359
GOOG icon
23
Alphabet (Google) Class C
GOOG
$3.07T
$1.08M 1.03%
6,940
-441
DUK icon
24
Duke Energy
DUK
$99.9B
$1.06M 1.01%
8,656
-1,059
MA icon
25
Mastercard
MA
$507B
$949K 0.9%
1,731
-49